VANGUARD SCOTTSDALE FDS shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
BANK OF AMERICA CORP /DE/ 24240.00%0.00%0.00%Q3 2018Q2 202424
ROYAL BANK OF CANADA 24240.00%0.00%0.00%Q3 2018Q2 202424
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q1 2019Q2 202422
Stonehage Fleming Financial Services Holdings Ltd 2010.01%0.03%0.07%Q1 2019Q2 202421
OSAIC HOLDINGS, INC. 18180.00%0.00%0.01%Q1 2020Q2 202418
IFP Advisors, Inc 18180.00%0.00%0.01%Q1 2020Q2 202418
Sugarloaf Wealth Management, LLC 18180.00%0.01%0.07%Q1 2020Q2 202418
MML INVESTORS SERVICES, LLC 17170.00%0.00%0.01%Q2 2020Q2 202417
Glassman Wealth Services 1070.00%0.00%0.00%Q1 2020Q2 202417
JANE STREET GROUP, LLC 610.00%0.00%0.04%Q2 2019Q2 202417
HM PAYSON & CO 17170.00%0.00%0.00%Q2 2019Q2 202317
Avior Wealth Management, LLC 16160.00%0.00%0.01%Q3 2020Q2 202416
STEPHENS INC /AR/ 16160.01%0.01%0.01%Q3 2019Q2 202316
Citadel Advisors 820.00%0.00%0.00%Q1 2019Q2 202416
RETIREMENT CAPITAL STRATEGIES 1320.64%2.65%9.13%Q4 2018Q2 202415
Acorn Wealth Advisors, LLC 15150.15%0.28%0.34%Q4 2020Q2 202415
Inscription Capital, LLC 1230.10%0.27%0.47%Q3 2020Q2 202415
Allworth Financial LP 15150.00%0.01%0.02%Q1 2020Q3 202315
Destiny Wealth Partners, LLC 15150.13%0.93%1.74%Q4 2020Q2 202415
Charter Oak Capital Management, LLC 15150.05%1.42%3.29%Q4 2020Q2 202415
CITIGROUP INC 960.00%0.00%0.00%Q4 2019Q2 202415
S.A. Mason LLC 15150.05%0.06%0.08%Q4 2020Q2 202415
MERCER GLOBAL ADVISORS INC /ADV 14140.01%0.01%0.02%Q1 2021Q2 202414
Cambridge Investment Research Advisors, Inc. 860.00%0.00%0.01%Q1 2020Q1 202414
LPL Financial LLC 14140.00%0.00%0.00%Q1 2021Q2 202414
Retirement Planning Group, LLC 14140.50%5.39%11.89%Q4 2018Q1 202214
MONEYWISE, INC. 14140.48%3.50%5.52%Q1 2021Q2 202414
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.01%0.01%Q1 2021Q2 202414
Raymond James Financial Services Advisors, Inc. 760.00%0.00%0.01%Q2 2020Q2 202413
Creative Planning 940.00%0.00%0.00%Q1 2021Q2 202413
AE Wealth Management LLC 13130.01%0.02%0.04%Q1 2020Q1 202313
COMMONWEALTH EQUITY SERVICES, LLC 710.00%0.00%0.00%Q4 2019Q2 202413
Mariner, LLC 13130.01%0.01%0.02%Q2 2021Q2 202413
BANK OF MONTREAL /CAN/ 13130.00%0.00%0.00%Q2 2021Q2 202413
JPMORGAN CHASE & CO 940.00%0.00%0.00%Q1 2021Q2 202413
Qube Research & Technologies Ltd 12120.00%0.00%0.00%Q3 2021Q2 202412
MORGAN STANLEY 12120.00%0.00%0.00%Q3 2021Q2 202412
Visionary Wealth Advisors 1020.13%0.36%0.64%Q4 2019Q2 202412
CreativeOne Wealth, LLC 1110.02%0.07%0.10%Q4 2020Q1 202412
AdvisorNet Financial, Inc 11110.00%0.13%0.18%Q2 2021Q4 202311
Strategic Blueprint, LLC 11110.02%0.04%0.06%Q1 2021Q3 202311
Apollon Wealth Management, LLC 11110.02%0.18%0.30%Q1 2021Q3 202311
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11110.01%0.07%0.22%Q4 2021Q2 202411
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.00%Q4 2021Q2 202411
UBS Group AG 510.00%0.00%0.00%Q4 2018Q1 202411
MOSELEY INVESTMENT MANAGEMENT INC 11110.14%1.95%3.29%Q4 2019Q2 202211
Beacon Pointe Advisors, LLC 10100.02%0.15%0.26%Q1 2022Q2 202410
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q1 2022Q2 202410
THRIVENT FINANCIAL FOR LUTHERANS 10100.00%0.00%0.01%Q1 2022Q2 202410
FMR LLC 210.00%0.00%0.00%Q4 2018Q2 202410
US BANCORP \DE\ 730.00%0.00%0.00%Q4 2021Q2 202410
CENTAURUS FINANCIAL, INC. 910.02%0.19%0.32%Q1 2020Q3 202210
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2019Q2 20249
SMITH, MOORE & CO. 990.04%0.07%0.10%Q1 2021Q1 20239
Genesee Capital Advisors, LLC 990.55%0.86%1.11%Q1 2019Q1 20219
Sargent Bickham Lagudis LLC 630.01%0.05%0.17%Q3 2020Q4 20229
USAdvisors Wealth Management, LLC 990.18%1.15%2.73%Q1 2020Q1 20229
BENJAMIN F. EDWARDS & COMPANY, INC. 990.00%0.00%0.00%Q2 2022Q2 20249
Atria Investments, Inc 720.02%0.05%0.14%Q1 2020Q2 20229
Professional Financial Advisors, LLC 410.83%2.03%3.44%Q4 2019Q2 20249
Atria Wealth Solutions, Inc. 990.01%0.01%0.02%Q1 2022Q1 20249
Sigma Planning Corp 990.02%0.04%0.06%Q1 2020Q1 20229
Octavia Wealth Advisors, LLC 990.64%1.19%1.63%Q2 2022Q2 20249
BARRETT & COMPANY, INC. 880.00%0.00%0.00%Q3 2022Q2 20248
Wealth Advisory Solutions, LLC 880.00%0.36%0.52%Q4 2019Q3 20218
Geneos Wealth Management Inc. 620.01%0.03%0.04%Q3 2021Q2 20248
Secure Asset Management, LLC 880.31%0.45%0.63%Q2 2020Q1 20228
RDA Financial Network 880.12%0.35%0.55%Q2 2020Q1 20228
Applied Capital LLC 880.55%1.97%2.52%Q2 2022Q1 20248
Peachtree Investment Partners, LLC 710.00%0.00%0.00%Q4 2020Q2 20248
Opes Wealth Management LLC 710.07%0.43%2.81%Q2 2022Q2 20248
Ausdal Financial Partners, Inc. 880.09%0.20%0.36%Q1 2020Q4 20218
Faithward Advisors, LLC 880.00%0.02%0.04%Q1 2020Q4 20218
DecisionPoint Financial, LLC 770.04%0.11%0.27%Q4 2022Q2 20247
Ruedi Wealth Management, Inc. 770.00%0.00%0.00%Q4 2022Q2 20247
Chicago Partners Investment Group LLC 770.03%0.04%0.05%Q1 2021Q3 20227
American Investment Services, Inc. 770.06%0.08%0.10%Q4 2022Q2 20247
Carmichael Hill & Associates, Inc. 770.01%0.01%0.02%Q3 2021Q1 20237
Fortis Advisors, LLC 610.00%0.11%0.19%Q4 2019Q3 20217
Alhambra Investment Management LLC 770.15%0.32%0.42%Q4 2022Q2 20247
TRUIST FINANCIAL CORP 310.00%0.00%0.00%Q4 2020Q4 20237
Alpha Financial Advisors, LLC 770.16%0.22%0.28%Q4 2022Q2 20247
D.A. DAVIDSON & CO. 770.00%0.00%0.00%Q2 2022Q4 20237
Rise Advisors, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Sensible Financial Planning & Management, LLC. 770.18%0.40%0.92%Q4 2022Q2 20247
CoreCap Advisors, LLC 520.00%0.02%0.03%Q4 2021Q2 20247
Baystate Wealth Management LLC 770.06%0.25%0.47%Q2 2022Q4 20237
Barber Financial Group, Inc. 770.16%0.64%1.49%Q1 2020Q3 20217
Baldrige Asset Management LLC 770.00%0.00%0.00%Q3 2021Q1 20237
SageView Advisory Group, LLC 660.03%0.05%0.09%Q4 2022Q1 20246
Lido Advisors, LLC 660.00%0.01%0.01%Q1 2023Q2 20246
Amundi 660.00%0.00%0.00%Q4 2021Q1 20236
GFS Advisors, LLC 660.05%0.06%0.06%Q3 2021Q4 20226
Kestra Advisory Services, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Stratos Wealth Partners, LTD. 660.01%0.01%0.02%Q3 2020Q4 20216
NEXT Financial Group, Inc 660.00%0.02%0.03%Q3 2020Q4 20216
Apella Capital, LLC 510.04%0.06%0.10%Q4 2022Q2 20246
Evolution Advisers, Inc. 660.00%0.03%0.05%Q1 2023Q2 20246
Parkside Financial Bank & Trust 660.00%0.00%0.00%Q1 2023Q2 20246
PNC FINANCIAL SERVICES GROUP, INC. 320.00%0.00%0.00%Q3 2019Q1 20245
American Portfolios Advisors 550.00%0.01%0.01%Q3 2021Q3 20225
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q3 2021Q3 20225
RAYMOND JAMES & ASSOCIATES 550.00%0.00%0.00%Q2 2021Q2 20225
Capstone Financial Advisors, Inc. 320.02%0.04%0.07%Q1 2022Q2 20245
Lake Point Wealth Management 550.21%0.27%0.39%Q2 2021Q2 20225
CREATIVE FINANCIAL DESIGNS INC /ADV 550.02%0.37%0.89%Q2 2023Q2 20245
SAGE FINANCIAL GROUP INC 550.03%0.03%0.04%Q2 2023Q2 20245
Belpointe Asset Management LLC 550.02%0.09%0.17%Q2 2023Q2 20245
NatWest Group plc 550.10%0.19%0.23%Q3 2020Q3 20215
Fortis Capital Advisors, LLC 550.12%0.51%0.92%Q2 2023Q2 20245
Cetera Advisor Networks LLC 550.00%0.00%0.00%Q4 2022Q4 20235
WASHINGTON TRUST Co 550.00%0.00%0.00%Q4 2022Q4 20235
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 550.00%0.00%0.00%Q4 2022Q4 20235
FFT WEALTH MANAGEMENT LLC 550.07%0.08%0.10%Q2 2023Q2 20245
C M BIDWELL & ASSOCIATES LTD 440.02%0.03%0.03%Q1 2021Q4 20214
VANGUARD GROUP INC 220.00%0.00%0.00%Q4 2020Q4 20234
Valmark Advisers, Inc. 220.00%0.01%0.01%Q4 2022Q2 20244
Kure Advisory, LLC 442.71%3.73%4.74%Q3 2023Q2 20244
Aptus Capital Advisors, LLC 440.00%0.00%0.00%Q1 2022Q4 20224
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q4 2022Q2 20244
WealthShield Partners, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Legacy Financial Advisors, Inc. 440.10%0.13%0.15%Q2 2021Q1 20224
Mills Wealth Advisors LLC 440.22%0.25%0.28%Q4 2022Q3 20234
LADENBURG THALMANN FINANCIAL SERVICES INC. 440.00%0.00%0.00%Q1 2019Q4 20194
Ameritas Investment Company, LLC 310.00%0.07%0.24%Q1 2020Q3 20214
Advisor Group, Inc. 440.00%0.00%0.00%Q1 2019Q4 20194
CWM, LLC 310.00%0.00%0.00%Q4 2021Q1 20234
Aspire Wealth Management Corp 440.01%0.08%0.19%Q3 2022Q2 20234
St. James Investment Advisors, LLC 310.42%0.65%1.07%Q4 2021Q4 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 310.00%0.00%0.01%Q2 2023Q2 20244
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q1 2021Q2 20244
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Perigon Wealth Management, LLC 440.06%0.06%0.07%Q2 2023Q1 20244
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q1 2020Q3 20233
VanderPol Investments L.L.C. 331.06%2.78%3.68%Q4 2023Q2 20243
Carroll Financial Associates, Inc. 330.01%0.02%0.03%Q2 2020Q4 20203
Bleakley Financial Group, LLC 330.04%0.05%0.06%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Sachetta, LLC 330.00%0.02%0.03%Q4 2023Q2 20243
Private Advisor Group, LLC 330.01%0.03%0.05%Q4 2021Q2 20223
Realta Investment Advisors 210.00%0.00%0.00%Q4 2022Q3 20233
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
SOUNDMARK WEALTH MANAGEMENT, LLC 210.11%0.16%0.20%Q4 2020Q3 20213
Essex Savings Bank 330.08%0.08%0.08%Q4 2021Q2 20223
Ameritas Advisory Services, LLC 210.00%0.01%0.01%Q4 2021Q1 20233
Wealth Alliance 210.05%0.09%0.17%Q1 2020Q3 20223
Cetera Investment Advisers 210.00%0.01%0.01%Q4 2020Q1 20243
Wealthstream Advisors, Inc. 330.63%0.68%0.71%Q1 2022Q3 20223
SWEENEY & MICHEL, LLC 330.26%0.29%0.30%Q1 2023Q3 20233
Ethos Financial Group, LLC 330.07%0.07%0.07%Q4 2022Q2 20233
Bogart Wealth, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
FOUNDATIONS INVESTMENT ADVISORS, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
Jentner Corp 330.18%0.20%0.22%Q4 2023Q2 20243
Modera Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
MONTAG A & ASSOCIATES INC 330.00%0.00%0.00%Q1 2021Q3 20213
Venturi Wealth Management, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
HighTower Advisors, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Keener Financial Planning LLC 330.13%0.14%0.14%Q4 2023Q2 20243
NAPATREE CAPITAL LLC 330.36%0.40%0.47%Q4 2023Q2 20243
Sterling Investment Counsel, LLC 220.35%1.24%2.14%Q3 2022Q4 20222
OneAscent Financial Services LLC 220.15%0.26%0.37%Q2 2022Q3 20222
LIBRA WEALTH LLC 2226.10%27.01%27.91%Q4 2021Q1 20222
Glass Jacobson Investment Advisors llc 110.00%0.00%0.00%Q4 2022Q2 20232
Ferris Capital, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Simplicity Wealth,LLC 220.04%0.04%0.04%Q1 2024Q2 20242
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.00%0.01%0.01%Q1 2023Q2 20242
Ritter Daniher Financial Advisory LLC / DE 220.00%0.00%0.00%Q4 2022Q1 20232
Heritage Wealth Advisors 220.00%0.48%0.95%Q1 2024Q2 20242
SeaCrest Wealth Management, LLC 110.01%0.02%0.04%Q1 2021Q2 20222
Allen Capital Group, LLC 220.05%0.05%0.06%Q2 2022Q3 20222
STIFEL FINANCIAL CORP 220.00%0.00%0.00%Q1 2022Q2 20222
49 WEALTH MANAGEMENT, LLC 220.56%0.59%0.62%Q4 2023Q1 20242
FSC Wealth Advisors, LLC 110.13%1.17%2.21%Q2 2022Q4 20222
FLOW TRADERS U.S. LLC 220.01%0.01%0.01%Q3 2021Q4 20212
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
J.W. COLE ADVISORS, INC. 220.02%0.02%0.02%Q4 2022Q1 20232
Savant Capital, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Matrix Trust Co 220.96%1.21%1.45%Q4 2019Q1 20202
SEI INVESTMENTS CO 110.00%0.00%0.00%Q4 2018Q1 20202
Running Point Capital Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
MAYPORT, LLC 220.10%0.10%0.11%Q1 2024Q2 20242
17 CAPITAL PARTNERS, LLC 110.33%0.33%0.33%Q2 2024Q2 20241
Life Planning Partners, Inc 110.00%0.00%0.00%Q2 2022Q2 20221
Cetera Advisors LLC 110.00%0.00%0.00%Q2 2023Q2 20231
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
North Star Investment Management Corp. 110.00%0.00%0.00%Q1 2024Q1 20241
Addison Advisors LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Family Capital Trust Co 110.19%0.19%0.19%Q2 2022Q2 20221
Trinity Legacy Partners, LLC 110.18%0.18%0.18%Q3 2020Q3 20201
Betterment LLC 110.01%0.01%0.01%Q2 2024Q2 20241
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Eagle Bay Advisors LLC 110.84%0.84%0.84%Q2 2022Q2 20221
FINANCIAL CONSULATE, INC 110.12%0.12%0.12%Q4 2022Q4 20221
BARCLAYS PLC 110.00%0.00%0.00%Q3 2021Q3 20211
Wagner Wealth Management, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Simplicity Solutions, LLC 110.05%0.05%0.05%Q4 2023Q4 20231
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
PRIVATE CLIENT SERVICES, LLC 110.13%0.13%0.13%Q2 2024Q2 20241
RiverTree Advisors, LLC 116.26%6.26%6.26%Q4 2020Q4 20201
Plan Group Financial, LLC 112.80%2.80%2.80%Q2 2022Q2 20221
Kings Path Partners LLC 110.36%0.36%0.36%Q2 2024Q2 20241
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
MATHER GROUP, LLC. 110.00%0.00%0.00%Q1 2024Q1 20241
EXCHANGE TRADED CONCEPTS, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Chico Wealth RIA 111.32%1.32%1.32%Q1 2022Q1 20221
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q2 2021Q2 20211
ASHFORD CAPITAL MANAGEMENT INC 110.70%0.70%0.70%Q4 2020Q4 20201
Capital Group Private Client Services, Inc. 110.05%0.05%0.05%Q4 2023Q4 20231
AVANTAX ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Two West Capital Advisors LLC 1110.40%10.40%10.40%Q2 2024Q2 20241
SEEDS INVESTOR LLC 110.31%0.31%0.31%Q2 2024Q2 20241
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Sound Income Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2023Q2 20231
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Kellett Wealth Advisors, LLC 110.26%0.26%0.26%Q4 2021Q4 20211
Continuum Advisory, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Cerity Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Colony Group, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
External links

This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.